Professional Athletes

Professional Athletes

You always know the score of the game. Rick can show you how to make the post-game numbers add up.

The questions every professional athlete asks are "What will things look like when it's time to hang 'em up? And, where can I get good, conservative financial advice while I'm playing?" 

Great questions! And ones that Rick can answer. Rick's extensive experience with professional athletes will give you a head start when planning for your future. As well, he can help you with your day to day financial questions and worries, so that you can just concentrate on winning that next game! 

We realize your situation is unique, whether you're a "star," or you're a "journeyman." We listen, we care...we really do have your back. 

Rick will help you do the following:

  • Keep your money safe and implement a personally tailored spending plan 
  • Start your own private pension plan that will create tax-exempt income when needed
  • Secure you and your family in the case of death or serious illness or injury

You can also be certain everything with Rick is confidential and secure. Although we are trusted advisors to many of your colleagues, everything we discuss stays behind closed doors. 

Hear testimonials from our clients

Does it sound like Rick and his team could help you? 

Give us a call and we'd love to chat it over and help guide you and your family to a secure financial future. Even if you're working with someone now, we'd be happy to offer a second opinion.